SEEDPG
S.E.E.D. Planning Group’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Sell |
2,367
-32
| -1% | -$9.81K | 0.23% | 55 |
|
|
2025
Q1 | $811K | Sell |
2,399
-64
| -3% | -$21.6K | 0.27% | 54 |
|
|
2024
Q4 | $772K | Hold |
2,463
| – | – | 0.26% | 58 |
|
|
2024
Q3 | $725K | Sell |
2,463
-36
| -1% | -$10.6K | 0.24% | 58 |
|
|
2024
Q2 | $655K | Hold |
2,499
| – | – | 0.24% | 59 |
|
|
2024
Q1 | $687K | Sell |
2,499
-124
| -5% | -$34.1K | 0.25% | 57 |
|
|
2023
Q4 | $633K | Hold |
2,623
| – | – | 0.26% | 53 |
|
|
2023
Q3 | $548K | Hold |
2,623
| – | – | 0.21% | 52 |
|
|
2023
Q2 | $618K | Hold |
2,623
| – | – | 0.22% | 54 |
|
|
2023
Q1 | $610K | Buy |
+2,623
| New | +$610K | 0.24% | 53 |
|